BBPWM
UDEC

Blue Bell Private Wealth Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Blue Bell Private Wealth Management’s Portfolio UDEC Stock Details UDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-70
Closed -$2K – 192
2021
Q1 		$2K Buy
+70
New +$2K ﹤0.01% 167

Other funds holding UDEC

DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Blue Bell Private Wealth Management's UDEC Position: Q2 2021 in Review

Blue Bell Private Wealth Management sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2021, closing a stake of 70 shares — an estimated $2K sold.

Blue Bell Private Wealth Management first reported a position in UDEC in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 27 funds tracked by Wall St. Rank hold UDEC as of Q2 2021.

  • Blue Bell Private Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q2 2021 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 70 Innovator US Equity Ultra Buffer ETF December shares in Q2 2021, an estimated $2K.
  • Blue Bell Private Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2021 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Innovator US Equity Ultra Buffer ETF December position peaked at $2K in Q1 2021.
  • 27 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2021.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.